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Top Charlotte, NC Financial Services Companies (48)

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Fintech • Professional Services • Consulting • Energy • Financial Services
6 Offices
6,000 Employees

Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent. Our approach is tailor-made to fit with each client’s problem with an emphasis on building long-term strategic partnerships that foster collaboration and trust. We have the people, the vision, and the passion. Capco is committed to providing clients with practical solutions. We offer a globally integrated service with offices in leading financial centers across the Americas, Europe and Asia Pacific.


Blockchain • Fintech • Payments • Software • Financial Services
11 Offices
4,000 Employees

Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.


Fintech • Information Technology • Mobile • Payments • Software • Financial Services
11 Offices
2,700 Employees

Want to feel truly valued at work? Check out Q2! Our unique company culture and super-hero employees, are what sets us apart. We know how to get it done and still have fun! Q2 builds the leading mobile banking software platform serving Credit Unions, Banks (large and small), Community Banks and Financial Institutions. Our mission is to build stronger and diverse communities by strengthening their financial institutions. Q2 prioritizes innovation, collaboration and celebrating our employees who make our mission successful. Q2 is a national "Best Place to Work" Award winner 3 years running! Join our "Circle of Awesomeness"! #Q2Peeps


Fintech • Real Estate • Software • Financial Services • PropTech
3 Offices
195 Employees

Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments over the life of the investment. And its digital platform, the Home Equity Dashboard, empowers homeowners to make informed financial decisions about their home and take action on those decisions with confidence, speed, and ease. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life.


Fintech • Software • Financial Services • App development
Charlotte, North Carolina, USA
120 Employees

Based in Charlotte, DebtBook helps finance teams in local government, higher education, and healthcare manage their debt, leases, and subscriptions in the cloud, driving efficiency, collaboration, transparency, and informed decision-making within their organizations. Built by the industry and for the industry, DebtBook enables organizations to easily implement new accounting standards, such as GASB 87 and GASB 96, and maintain ongoing compliance.


Big Data • Fintech • Information Technology • Financial Services • Cybersecurity
8 Offices
12,000 Employees

TransUnion is a global information and insights company that makes trust possible by ensuring that each consumer is reliably and safely represented in the marketplace. We do this by having an accurate and comprehensive picture of each person. This picture is grounded in our legacy as a credit reporting agency which enables us to tap into both credit and public record data; our data fusion methodology that helps us link, match and tap into the awesome combined power of that data; and our knowledgeable and passionate team, who stewards the information with expertise, and in accordance with local legislation around the world. Because of our work, organizations can better understand consumers in order to make more informed decisions, and earn their trust through great, personalized experiences, and the proactive extension of the right opportunities, tools and offers. In turn, consumers can be confident that their data identities will result in the opportunities they deserve. We make trust possible, so businesses and consumers can transact with confidence and achieve great things. We call this Information for Good®—it’s our purpose, and what drives us every day.


Fintech • Payments • Professional Services • Software • Financial Services • Big Data Analytics
7 Offices
6,600 Employees

With $93.77 billion in assets, City National Bank provides banking, investment and trust services through 65 branches, including 22 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Washington, D.C., and Miami.* In addition, the company and its investment affiliates manage or administer $94.49 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of the world’s leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients through offices in Canada, the United States and 27 other countries. For more information about City National, visit the company’s website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank.


Financial Services
Fort Mill, South Carolina, USA
686 Employees

RoundPoint Mortgage Servicing Corporation was founded in 2007 and is a large, fully integrated, non-bank mortgage lending and servicing company. We are a proud member of the Freedom Mortgage Corporation family of companies. We measure success in many ways—first and foremost by our customers’ satisfaction, in our growth as a company and in the number of people we serve. We have been increasing our leadership status during some of the most challenging years in our industry. We do this by seizing opportunities, seeking out the top talent in the industry and serving our customers with the highest levels of integrity. Our Retail sales team of seasoned mortgage professionals has branches located throughout the country and concentrate on providing specialized local market knowledge. We offer a wide array of mortgage products to meet even the most difficult of lending situations. RoundPoint Mortgage Servicing Corporation actively purchases mortgage servicing rights (MSR) from sellers of Fannie Mae and Freddie Mac loans. We also offer an array of subservicing options that can be customized to meet individual investor needs for both Agency and Non-Agency portfolios. Our multifaceted approach is designed to build collaborative relationships and provide an unmatched level of service for investors and business partners. RoundPoint Mortgage Servicing Corporation also offers a Homeownership Marketplace designed to provide a single location for our customers to better manage and protect their home. We take great pride in our top workplace designation [Charlotte Observer 2020] and our commitment to the 5-E’s: ETHICS, ENERGY, EVERYONE, EXECUTION, EARN IT. NMLS ID # 18188 RoundPoint supports Equal Housing Opportunity For additional information, please visit: nmlsconsumeraccess.org


Fintech • Payments • Productivity • Financial Services
3 Offices
1,320 Employees

Credit Karma is focused on championing financial progress for over 110 million members in the U.S., Canada and U.K. While we're best known for pioneering free credit scores, our members turn to us for resources as they work toward their financial goals. This includes tools for credit and identity monitoring, credit card recommendations, shopping for loans (car, home and personal), and growing their savings* -- all for free. We’ve grown significantly through the years, adding more than 70 million members in the last five alone. We currently have more than 1,300 employees spread across offices in Oakland, Charlotte, Los Angeles, and London. Disrupting the financial industry is not an easy task. That’s why we know it’s one worth doing. Our core values of helpfulness, ownership, progress and empathy guide our work and our relationships. Championing financial progress for everyone is a big mission that requires passionate people working together to make a difference in the world. If you’re up for the task, we’d love to have you on our team. Check out our open positions: https://www.creditkarma.com/careers. *Banking services provided by MVB Bank, Inc., Member FDIC


Fintech • Financial Services
4 Offices
10,001 Employees

At Synchrony (NYSE: SYF), we’re changing what’s possible for people and businesses every single day. From offering financing options to creating innovative tech, we help make shopping go smoothly across a variety of industries, like retail, auto, travel and home. Synchrony is one of the largest issuers of store credit cards in the United States. We help consumers pay over time for important expenses, issue co-branded cards for small- and medium-sized business credit products, as well as offer consumer savings products through Synchrony Bank. So, how can we change what’s possible for you?


Financial Services
Charlotte, North Carolina, USA
278 Employees

Commercial Credit Group Inc., a wholly-owned subsidiary of Commercial Credit, Inc. is an independent, commercial equipment finance company that provides secured loans and leases to small and mid-sized businesses in the construction, fleet transportation, waste, and machine tool and fabrication industries. The company’s sales force is located throughout North America and sources transactions through end-users, equipment vendors, and manufacturers with typical transaction sizes ranging from $100,000 to $2,500,000. Since its inception in 2004, CCG has originated approximately $3.5 billion of finance receivables. CCG is headquartered in Charlotte, North Carolina, and operates full-service offices in Buffalo, NY, and Naperville, IL. CCG Equipment Finance Limited services the Canadian Provinces of Ontario, west to British Columbia, from its Canadian headquarters in Hamilton, Ontario. And division Manufacturers Capital provides financing for machine tools and fabrication equipment.


Fintech • Financial Services
5 Offices
7,790 Employees

GM Financial is the captive finance company and the wholly owned subsidiary of General Motors and is headquartered in Fort Worth, Texas. The company is a global provider of auto finance solutions, with operations in North America, Latin America and China. Through our long-standing relationships with auto dealers, we offer attractive retail loan and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. GM Financial employs more than 9,000 hard-working team members, and we're always looking for new people with diverse talents. GM Financial is a workplace where dedicated people have the opportunity to work together and celebrate our successes. Our culture is based on respect, integrity, innovation and personal development. GM Financial is committed to strengthening the communities where we live and work. Each year, we select several philanthropic organizations to support through our Signature Events program. The company and its team members actively support these organizations through many company-wide initiatives; in addition we support numerous other nonprofit organizations through sponsorships and monetary donations.


Financial Services
Charlotte, North Carolina, USA
2,846 Employees

When we started Cardinal Financial, we set out with the intention of creating a better mortgage experience. We wanted to reimagine and modernize the way home loans are obtained by bringing increased transparency, simplicity, and speed into an industry that has oftentimes lacked all three. Fast-forward to present day and we’re still the same group of innovative thinkers who want to turn the mortgage industry on its head. Backed by our proprietary loan processing technology, Octane, we consistently offer some of the lowest rates and fastest closings in the industry while providing great service and striving to deliver a personal experience to all who choose to do business with us. We are committed to transforming the trying process of buying a home into a simple procedure that doesn’t drain the joy of accomplishing a lifelong goal. Our business is fueled by our passion for connecting people to the home of their dreams. A lot of lenders will tell you they’re the best, but at Cardinal Financial, we can prove it. A 2022 Great Place to Work®-Certified company: https://www.greatplacetowork.com/certified-company/7045431 www.cardinalfinancial.com NMLS #66247 | NMLS Access: http://www.nmlsconsumeraccess.org/ For additional licensing information please visit: https://cardinalfinancial.com/nmls-licensing/ Cardinal Financial Company | 3701 Arco Corporate Dr, Charlotte, North Carolina 28273


Consumer Web • Fintech • Real Estate • Software • Financial Services
4 Offices
2,000 Employees

Founded in 2016, Better is a digital-first homeownership company whose services include mortgage, real estate, title, and homeowners insurance. We leverage creative technology and innovation to make the homebuying journey more approachable and understandable. Our company is made up of driven, passionate people who bring their unique backgrounds and perspectives to everything we do. We are committed to fostering diversity, multiculturalism, and inclusion. We see the value in each person's perspective and recognize their talents, regardless of what the market says. We believe it's important to nurture a company culture that encourages curiosity and passion—from employee resource groups and learning opportunities to team outings and community outreach.


Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
8 Offices
19,000 Employees

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. #MadeReady


Consulting • Financial Services
Charlotte, North Carolina, USA
22 Employees

ProSidian is a Management and Operations Consulting Firm focused on providing value to clients through tailored solutions based on industry-leading practices. We help forward-thinking clients solve problems and improve operations. ProSidian has a reputation for its strong CONUS/OCONUS practice spanning six Enterprise Solution Areas, including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Human Capital. Launched by former Big 4 Management Consultants, our Multidisciplinary Engagement Teams bring together talents of nearly 190 professionals nationally to complete a wide variety of services for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through the design and execution of operations core to delivering value to customers. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value. When we say “Structured Approach To Strategic Solutions,” we mean services deployed across the enterprise; through On-Demand Resources, targeting drivers of economic profit (growth, margin, and efficiency); and aligned at the intersections of assets, processes, policies, and people are delivering value.


Financial Services
Charlotte, North Carolina, USA
52 Employees

Doran Jones Inc. (DJI) is the leading financial services Data Engineering and Application Development firm, specializing in Capital Markets, Risk, and Regulatory Compliance. We are US-based, helping our clients fill gaps in capacity and expertise, reduce risk, and accelerate change. Our leaders average over 25 years of experience in Financial Services and Technology. DJI is repeatedly engaged by the largest and most complex clients for our Agile transformation expertise and practical understanding of the critical relationship between data, architecture, and application development. DJI has a mission to place more people from non-traditional backgrounds into sustainable technology careers. Through partnerships with non-profit technology programs in underserved communities and Veteran organizations, candidates transition from tech training programs into real IT careers at DJI. Our unique recruitment policy allows us to create exceptional teams, bringing a broad spectrum of experience to our company and creating anything but a traditional consulting firm. DJI is a wholly-owned subsidiary of McLaren Strategic Ventures, a private equity firm, that invests in start-ups and scale-ups. They provide a full range of highly trusted domain consulting, advisory services, and innovative technologies globally. Doran Jones is able to offer a broad range of technology, deeper AI and machine learning tools, data intelligence, alternative resourcing capabilities, and capital access to invest and digitize at scale. Our clients benefit from this unique portfolio allowing them to accelerate the pace of their own digital transformations through innovative products and services designed around industry-wide issues.


Real Estate • Financial Services
26 Offices
66,101 Employees

We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us, and the most ambitious people to work for us. Join us. #AchieveAmbitions


Financial Services
Charlotte, North Carolina, USA
51 Employees

At PrimeLine we want to give you all the tools so you can be confident in the lending process and ensure you get the best possible deal. You have access to all of our lenders'​ products so you can find the loan that best suits your needs. Our loan experts are trained to teach you what you need to know about Real Estate Finance to help you avoid paying costly fees and truly save you money. We also understand that your time may be even more valuable than money so we have invested in the technology and the services to make the loan process efficient and seamless from start to finish. NMLS Consumer Access: https://nmlsconsumeraccess.org/


Financial Services
Charlotte, North Carolina, USA
10 Employees